Stellus Capital Investment Corp
SCM
58 hedge funds and large institutions have $39M invested in Stellus Capital Investment Corp in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 7 closing their positions.
1,348% more call options, than puts
Call options by funds: $478K | Put options by funds: $33K
86% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 7
9% more funds holding
Funds holding: 53 → 58 (+5)
7% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 15
1.31% less ownership
Funds ownership: 11.79% → 10.48% (-1.3%)
7% less capital invested
Capital invested by funds: $41.9M → $39M (-$2.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Corient Private Wealth
Miami,
Florida
|
+$773K |
| 2 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
+$347K |
| 3 |
BlackRock
New York
|
+$345K |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$252K |
| 5 |
ACM
Aquatic Capital Management
Chicago,
Illinois
|
+$245K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$1.38M |
| 2 |
Two Sigma Investments
New York
|
-$828K |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$821K |
| 4 |
Two Sigma Advisers
New York
|
-$631K |
| 5 |
USCWA
U.S. Capital Wealth Advisors
Austin,
Texas
|
-$480K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LC
51
Lindbrook Capital
Calabasas,
California
| $4.54K | – | – | – |
|
|
VNA
52
Valley National Advisers
Bethlehem,
Pennsylvania
| $2K | – | – | – |
|
|
PAM
53
Parvin Asset Management
Sioux Falls,
South Dakota
| $1.38K | +$1.39K | +100 | New |
|
|
TRCT
54
Tower Research Capital (TRC)
New York
| $729 | +$734 | +53 | New |
|
|
RF
55
Robinswood Financial
Kirkland,
Washington
| $147 | – | – | – |
|
|
PA
56
Parallel Advisors
San Francisco,
California
| $110 | +$111 | +8 | New |
|
|
MCM
57
MAI Capital Management
Independence,
Ohio
| $14 | +$14 | +1 | New |
|
|
58
Millennium Management
New York
| – | -$1.38M | -100,572 | Closed |
|
|
PP
59
Paloma Partners
Greenwich,
Connecticut
| – | -$226K | -16,513 | Closed |
|
|
PCIA
60
Prime Capital Investment Advisors
Overland Park,
Kansas
| – | -$223K | -16,278 | Closed |
|
61
JP Morgan Chase
New York
| – | -$205K | -14,949 | Closed |
|
62
Group One Trading
Chicago,
Illinois
| – | -$41.5K | -3,035 | Closed |
|
|
C
63
Cliffwater
Marina Del Rey,
California
| – | -$13.3K | -981 | Closed |
|
64
Fidelity Investments
Boston,
Massachusetts
| – | -$14 | -1 | Closed |
|
SCM Hedge Fund Activity: Q4 2024 in Review
58 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Stellus Capital Investment Corp (SCM) for Q4 2024, worth a combined $39M — down 6.9% from $41.9M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new SCM positions and 7 closed out — a net gain of 6 holders — while 14 added to existing stakes and 15 trimmed.
The largest buyer was Corient Private Wealth, adding an estimated $773K. The largest seller was Millennium Management, exiting entirely with an estimated $1.38M sold.
- 58 institutional investors held Stellus Capital Investment Corp (SCM) as of Q4 2024, up from 53 in Q3 2024.
- Funds reported $39M of Stellus Capital Investment Corp stock for Q4 2024, down 6.9% quarter-over-quarter.
- 13 funds opened new Stellus Capital Investment Corp positions in Q4 2024 and 7 closed out, a net change of +6 holders.
- The largest Stellus Capital Investment Corp buyer in Q4 2024 was Corient Private Wealth, an estimated $773K added.
- The largest Stellus Capital Investment Corp seller in Q4 2024 was Millennium Management, an estimated $1.38M sold.
Based on aggregated 13F filings for Q4 2024.